JSW
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Journey Strategic Wealth’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Journey Strategic Wealth’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$233K Sell
1,574
-51
-3% -$7.67K 0.01% 696
2025
Q4 		$233K Sell
1,625
-509
-24% -$72.4K 0.01% 627
2025
Q3 		$301K Sell
2,134
-18
-0.8% -$2.47K 0.01% 475
2025
Q2 		$287K Buy
+2,152
New +$273K 0.01% 455

Other funds holding VYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Journey Strategic Wealth's VYM Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Vanguard High Dividend Yield ETF (VYM) stake by 3.1% in Q1 2026, selling an estimated $7.67K and leaving 1,574 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #696.

Journey Strategic Wealth first reported a position in VYM in Q2 2025 and has held it in 4 quarters since. The position peaked at $301K in Q3 2025. 2,003 funds tracked by Wall St. Rank hold VYM as of Q1 2026.

  • Journey Strategic Wealth held 1,574 shares of Vanguard High Dividend Yield ETF worth $233K as of Q1 2026.
  • Journey Strategic Wealth sold 51 Vanguard High Dividend Yield ETF shares in Q1 2026, an estimated $7.67K.
  • Vanguard High Dividend Yield ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #696 holding.
  • Journey Strategic Wealth first reported a position in Vanguard High Dividend Yield ETF in Q2 2025 and has held it in 4 quarters since.
  • Journey Strategic Wealth's Vanguard High Dividend Yield ETF position peaked at $301K in Q3 2025.
  • 2,003 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.